Summary

PlanSource is a high-growth software company headquartered in Orlando, Florida with offices in Salt Lake City and Bangalore, India. As part of the Vista Equity Partners portfolio of companies, we are working to reinvent the employee benefits administration landscape. Our talented employees benefit from this partnership through increased capital for strategic investments, access to exceptional toolkits, best practices and resources for success, and strong cultural and value alignment focused on talent development and growth. 

Our software has helped the various stakeholders in the Benefits Administration space in managing how benefits are bought, sold, managed, and consumed, and continues to transform the industry with innovative solutions. Nearly 7.5 million consumers receive their benefits through the PlanSource platform, which provides flexible and intuitive software and services for benefits administration.

About the Partner Support Analyst Position

In this role, you will work closely with the HCM Partners to ensure that client expectations are continually met. As a Partner Support Analyst, you will be responsible for the overall ownership, advancement, coordination, and completion of assigned tasks and activities. These projects involve customer management with a combination of software and services. An Analyst is also responsible for successfully completing tasks and activities while managing interactions between different internal departments, clients, and vendors to fulfill our contractual obligations. This role works independently and with minimal supervision. The work performed in this role will directly impact productivity, effectiveness, and overall customer satisfaction. The Analyst will have a strong working knowledge of processes, expectations, and service-level requirements.

Additionally, as a Partner Support Analyst, you will:

• Performs basic and intermediate technical and service job functions with minimal supervision
• Initiates, plans, executes, controls, and completes tasks and activities effectively
• Executes daily activities with ease and within the outlined service level agreement.
• Consistently exercises effective communication and follow-through
• Ensures all tasks are delivered on time and accurately
• Assist with peer mentoring and coaching
• Reports and escalates to management as needed
• Measures performance using appropriate tools and techniques
• Establishes and maintains relationships with third-party vendors
• Attention to detail, quality assurance driven, ability to follow process documentation
• Assists with department projects or goals
• Participates in the development and implementation of standard processes and best practices
• Performs other related duties as assigned and has the ability to take on new tasks or challenges
• Understand and apply HIPPA, PHI, and PII sensitivity and compliance
• Train new partner contacts on Ben Admin System

About You

As the Partner Support Analyst, you will bring at least 0-2 years of technical experience such as help desk support, time and attendance implementation or software configuration, and training or related education. 

In addition, you will also have:

• Knowledge regarding general benefits, payroll, human resource compliance information
• Knowledge of customer relationship management (CRM) tools
• Skills in MS products including Excel, Word, Outlook, Project, and PowerPoint
• Able to work independently and in a team environment and take the lead when necessary
• Willingly collaborates and shares knowledge with others
• Practices strong communication skills with a customer service focus
• Able to comfortably and effectively present to audiences of various sizes
• Competencies: skilled, prioritization, critical thinking, process management, leadership, time management
• Works independently with a strong ability to learn new skills
• Effectively manages time, daily activities, and project timelines
• Thinks outside the box and is willing to explore outside areas of expertise
• Flexible and agile professional with a goal to develop and refine

What We Offer

• Great benefits package, including a full suite of health benefits, a generous 401(k) Plan, unlimited PTO, paid parental leave, a strong rewards and recognition program, and a focus on mental health and well-being. 

• An inclusive environment with Employee Resource Groups, volunteering days and the ability to donate to organizations of your choice through our recognition platform. 
• The opportunity to work for a fast growing, established technology company, but work side-by-side with a small, dynamic team of talented professionals. 
• Fast-paced environment with big goals and the opportunity to make a big impact. 

Top five reasons to come to PlanSource: 

#5: Join the Vista Family. In March 2019, Vista Equity Partners acquired PlanSource, marking a new phase of growth. Vista’s portfolio of technology and software companies collectively make up the 4th largest software ecosystem in the world. 

#4: PlanSource is highly rated with our customers. Be proud of our sophisticated cloud-based technology that meets the needs of even the most complex benefit programs. 

#3: Success is rewarded. With more than just a pat on the back, your success is recognized and rewarded. We take care of our employees in every way we can, with comprehensive benefits, employee recognitions, and a commitment to wellbeing. 

#2: You can grow and develop professionally. PlanSource has a great track record of internal promotions within the company and offering development plans and tracks to pursue your personal and professional goals.

#1: Share our values. Be part of a team that values diversity and representation in all levels of the organization. Be part of a team that gives back to local communities, and is actively aware of their social and environmental impact.

PlanSource is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. Our employees are the most valuable asset we have. The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation and company’s achievement as well.

We celebrate and support our employees’ diversity in age, color, disability, ethnicity, cultural beliefs, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion, sexual orientation, socio-economic status, veteran status and other characteristics that make our employees unique.